3-Way Invoice Matching Automation

This tutorial shows you how to automate 3-way matching using Google Sheets and Zenphi’s Document AI tools. 

In this tutorial, you’ll learn how to configure a Zenphi workflow to:

  1. Extract key data from invoices, purchase orders, and delivery receipts using Zenphi’s Document AI tools.

  2. Compare the data across these documents for consistency.

  3. Log matched or flagged entries in Google Sheets for tracking and approval.

Just follow the tutorial to replicate the workflow in your Zenphi Workspace, or book a call with our automation experts to get a guided setup.